Coupang | Results Presentation Deck | 25 slides

Coupang · 2023-08
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

25
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
The slide highlights the impact of an FLC accounting change and FX fluctuations on reported revenue growth.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
04
The slide highlights the impact of an accounting change (FLC) and FX fluctuations on revenue growth.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
05
The slide highlights a specific accounting change (FLC) that artificially inflated the GPM by ~100 bps in Q2 2023.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
06
The slide includes a specific disclaimer regarding an accounting change for FLC revenue starting in Q2 2023.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
07
analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
08
analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
09
analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
10
The chart illustrates a transition from net loss to net profit over the five-quarter period.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
11
The chart includes margin percentages for the first and last data points.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
12
The chart displays both absolute dollar values and margin percentages for specific quarters.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
13
analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
14
The chart shows a clear upward trajectory from negative cash flow to positive cash flow.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
15
The chart illustrates the components of total share count dilution over a one-year period.analyze_data
16
analyze_data
17
The slide includes a specific note regarding an accounting change for FLC revenue starting in Q2 2023.analyze_data
Open slide detailBeat · Market Size and Segment ResultsLoop · Cost Of Inaction
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Includes a specific note regarding an accounting change (FLC) impacting revenue growth rates.analyze_data
Open slide detailBeat · Market Size and Segment ResultsLoop · Cost Of Inaction
19
The slide uses a combination of bar charts for revenue and a waterfall-style or negative-bar chart for EBITDA, highlighting margin percentages.analyze_data
Open slide detailBeat · Market Size and Segment ResultsLoop · Cost Of Inaction
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The slide compares revenue trends and EBITDA margin improvements across five quarters.analyze_data
Open slide detailBeat · Market Size and Segment ResultsLoop · Cost Of Inaction
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summarize
Open slide detailBeat · Key Messages and Operating Tenets
22
The slide uses a lifestyle image of a family using a Coupang delivery bag to reinforce the brand mission.appendix
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Financial data in thousands; includes adjustments for depreciation, interest, taxes, and equity-based compensation.analyze_data
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Financial data in thousands of dollars.analyze_data
25
The table reconciles Net cash provided by operating activities to Free cash flow by adjusting for capital expenditures and proceeds from asset sales.analyze_data